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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$577M
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,473
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$8.99M
3
+$8.2M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.15M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$3.85M

Top Sells

1
+$8.96M
2
+$7.42M
3
+$6.9M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.04M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$3.04M

Sector Composition

1 Technology 4.99%
2 Consumer Discretionary 3.49%
3 Financials 2.88%
4 Industrials 2.69%
5 Healthcare 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
– –
-1,865
1427
– –
-100
1428
– –
-108
1429
$0 ﹤0.01%
+4
1430
– –
-500
1431
– –
-98
1432
$0 ﹤0.01%
1
1433
– –
-1,305
1434
– –
-2,270
1435
– –
0
1436
– –
-42,065
1437
– –
-150
1438
– –
-50
1439
$0 ﹤0.01%
12
1440
– –
-69
1441
– –
-149,624
1442
– –
-140
1443
– –
-7,616
1444
– –
-184
1445
$0 ﹤0.01%
7
1446
– –
0
1447
– –
-250
1448
$0 ﹤0.01%
3
-3
1449
– –
-300
1450
– –
-5
55 56 57
58
59